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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,911 | $73,867+67.7% | $143,770-13.8% | $68,498+80.9% |
| Participation rate | 72.9% | 66.7%+6.3pp | 80.3%-7.4pp | 67.9%+5.1pp |
| Annual return | -18.45% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,912 | $3,184+85.7% | $4,951+19.4% | $2,596+127.7% |
| Participant deferral / active EE | $4,478 | $3,384+32.3% | $5,638-20.6% | $4,027+11.2% |
| Admin fee / account holder | $4,099 | $5,755-28.8% | $14,673-72.1% | $5,403-24.1% |